14323 South Outer Forty Drive
Suite 210 South
Town And Country, Missouri 63017
Tel: 800-307-0376
DIVERSIFIED FINANCIAL ADVISORS, LLC, formally registered with the SEC as DIVERSIFIED FINANCIAL ADVISORS, LLC. The firm was established in 09/11/2009. They have over 2 offices throughout the country.
DIVERSIFIED FINANCIAL ADVISORS, LLC is a Town And Country, Missouri based Financial Planning firm with nearly $451,188,042 assets under management, offering retirement planning & investment advisory services to 865 clients. The firm is staffed with 5 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118261 |
| SEC# | 801-70541 |
| Assets Managed by Firm | $451,188,042 |
| No. of Clients | 865 |
| No. of Advisors | 5 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 865 | $451,188,042 |
| Individuals (other than high net worth individuals) | 441 | $88,792,807 |
| High net worth individuals | 30 | $52,709,511 |
| Pension and profit sharing plans | 132 | $309,685,724 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $306,242,186,324 | 282 | 390 | |
| $229,554,718,263 | 647 | 225 | |
| $169,541,361,944 | 13 | 218 | |
| $40,337,272,573 | 14 | 27 | |
| $37,481,639,918 | 40790 | 501 |
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